Eurozone Publications
Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
March
- Italian bond yields offer an attractive carry, but yields are likely to stay high this year and next...
- ...Even if the spread to bunds falls, as we expect, assuming Italy doesn’t rock the boat with the EU.
- We expect BTP yields to rise to 4.35% by June, before easing back to 4.0% by year-end.
Melanie Debono (Senior Eurozone Economist)Eurozone
- The surge in gas prices adds to our conviction that inflation will remain high, despite a hit to EZ activity.
- A probable EZ recession is weighing heavily on the outlook for Switzerland’s economy in H2.
- EZ investor sentiment tumbled in September; it will sour further as the ECB continues to hike.
Melanie Debono (Senior Eurozone Economist)Eurozone
- When the facts change, so do our forecasts; we now think the ECB will hike by 75bp next week.
- Headline inflation in the Eurozone could hit 10% in September, with core inflation at 4.5%.
- Core goods inflation is rocketing, and it likely will remain higher than implied by surveys, for a while.
Claus Vistesen (Chief Eurozone Economist)Eurozone
